+66.6%
NOW vs TE
-78.8%
+145.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -9.6% | +6.5% | -2.4% |
| 7D | -8.7% | -26.9% | +18.1% | -6.8% |
| 30D | -29.3% | -38.9% | +9.7% | -27.1% |
| 3M | -21.8% | -61.0% | +39.2% | -17.1% |
| 6M | +9.2% | -66.4% | +75.6% | +14.1% |
| YTD | -35.0% | -69.0% | +34.0% | -33.2% |
| 1Y | -42.5% | -54.0% | +11.5% | -43.7% |
| 3Y | -21.5% | +38.0% | -59.5% | -41.2% |
| 5Y | -25.8% | -81.0% | +55.2% | -27.1% |
| All | +66.6% | -78.8% | +145.5% | +84.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded TE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling